Integrate Syncro with Zoho Connect

Send information between Syncro and Zoho Connect automatically, without writing any code, using Zoho Flow.

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Create a new task in Zoho Connect when a new order is created in Syncro

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Zoho Connect when a order is created in Syncro.

How it works
  1. The flow triggers when a new purchase order is created in Syncro.
  2. Zoho Flow creates a new task in the selected section in Zoho Connect.
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Create a new task in Zoho Connect when a new order is created in Syncro

Syncro + Zoho Connect

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Supported triggers and actions

Integrate Syncro and Zoho Connect using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment created

Triggers when a new payment is created

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Ticket added

Triggers when a new ticket is added

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

Product added

Triggers when a new product is added

Contract added

Triggers when a new contract is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Appointment added

Triggers when a new appointment is added

Customer added

Triggers when a new customer is added

Contact added

Triggers when a new contact is added

Member removed from board

Triggers when a member is removed from a board

New task created

Triggers when a new task is created

Group created

Triggers when a new group is created

Task open

Triggers when a task status is marked as open

Board created

Triggers when a new board is created

Task unassigned

Triggers when a task is unassigned

Poll created

Triggers when a new poll is created

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Member added in group

Triggers when a member added to group

Member added in network

Triggers when a new member added to the selected network

Status created

Triggers when a new conversation is posted

Task reminder

Triggers when a task is created with a reminder

Task assigned

Triggers when a task is assigned

Event updated

Triggers when the details of an existing event is updated

Member added in board

Triggers when a member is added to a board

Task status changed

Triggers when the status of an existing task is updated

Forum created

Triggers when a new forum is created

Event invited

Triggers when an invitee is added to an event

Event created

Triggers when a new event is created

Task completed

Triggers when a task is completed in selected board

Member removed from network

Triggers when a new member is removed from the selected network

Announcement created

Triggers when a new announcement is created

Announcement comment created

Triggers when a new comment is created in announcements

Announcement updated

Triggers when the details of an existing announcement is updated

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Forum updated

Triggers when an existing forum post is updated

Question created

Triggers when a new questions is created

Task updated

Triggers when the details of an existing task is updated

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create appointment

Creates a new appointment

Create product

Creates a new product

Create payment

Creates a new payment

Create contact

Creates a new contact

Create vendor

Creates a vendor

Create lead

Creates a new lead

Create ticket

Creates a ticket

Create contract

Creates a new contract

Create customer

Creates a new customer

Add member to board

Adds a member to the selected board

Create group

Creates a new group in the selected network

Invite user

Invites a user to the selected network

Create conversation

Creates a new conversation in the selected group

Create board

Creates a new board

Create task in section

Creates a new task in the selected section

Create group event

Creates a new group event

Create private task

Creates a new private task

Add comment in task

Adds a comment in the specified task

Create private event

Creates a new private event

Create forum post

Creates a new forum post

Create checklist

Creates a checklist for the specified task

Add comment in post

Adds a comment in the specified post

Add member to group

Adds a member to the selected group

Create board from board template

Creates a new board from an existing saved template

Archive board

Archives the selected board

Archive task

Archives the selected task

Unarchive board

Unarchives the selected board

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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